David Koch, Channel 7 Sunrise Presenter and finance expert . Watch David below.
Home » “A mate of mine is Claire Mackay, a financial planning wiz and was recently gonged Financial Planner of the Year. She helps people set themselves up for the future.”
About Quantum Financial
Quantum Financial is Australia's most awarded financial planning practice. We advise a select group of successful professionals, business owners and jet setting retirees. Our website is here
What my clients say
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.
Everyone I dealt with was a delight, from the first inquiry to the meeting. Claire is so easy to deal with, knowledgeable and quite obviously passionate about what she does and looking after her clients.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
My wife Sue stumbled upon you from a report by Alan Kohler who mentioned this young pair who were out to reform the financial world.
I would be grateful to receive financial advice from Clare Mackay, who I believe is the best independent financial advisor in Australia through my research, on how to manage the windfall gain on the sale of our small business early this year and also how to manage funds in our foundation that we have just set up.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
On a professional level, Claire’s got a great deal of credentials. She’s an accountant, a financial planner and has a law degree too.
When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.
Working with Tim & Claire provides us with a great deal of comfort and peace of mind and we’re happy to recommend them to our family and friends.